Expertise: Data and Technology

Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap

Turning Innovation into Impact The 2025 Applied AI & Data Roundtable, co-hosted by Meradia and CIBC Mellon, brought together senior leaders from across the Canadian financial industry to exchange candid perspectives on how artificial intelligence is reshaping investment services. Meradia’s representatives included Brian Buzzelli, Martin Ouellette, Rich Mailhos, and Laurie Hesketh.  From Possibility to Progress:

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Insights from the A-Team Group’s AI in Capital Markets Summit

The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following

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Escaping Excel Anarchy: The Hidden Problems of Excel

Excel remains a cornerstone tool in financial services due to its accessibility, flexibility, and powerful data manipulation capabilities. Its intuitive interface and widespread adoption empower business users to perform complex calculations, build financial models, and easily generate reports. This accessibility fosters innovation, enabling teams to respond quickly to evolving business needs without waiting for IT

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FIMA USA 2025 Recap with Meradia: The Year of Data Prioritization

Earlier this week, the Meradia team sponsored WBR’s premier data event, FIMA USA. The event highlighted the growing importance of data management, AI innovation, and structured data governance. As organizations continue to scale, the need for strategic planning, the onboarding or training skilled talent, and strong collaboration will remain central to the success of all data

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Is Artificial Intelligence in Finance the Next Revolution or Gimmick?

“As of March 2025, Artificial Intelligence heavyweight Open AI is valued at $300 Billion. Nvidia Corp, one of the largest facilitators of AI, has surpassed Apple to become the world’s most valuable company. More than 25% of all code at Google is now AI generated.” (Channel Insider, WSJ, Fortune) Though seemingly unbelievable, these headlines are accurate and effectively

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Operational Controls and Instrumentation

Operational Controls and Instrumentation: “How Do You Know?”

SUMMARY The financial industry is in a state of constant change and with highly complex operations, where organizations are increasingly asking themselves a fundamental question: “How do we know?” This question is at the heart of operational awareness, data integrity, and decision-making. This article explores the imperative role of operational controls and instrumentation, illustrating the

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Transforming Business Glossaries to Unleash Data Value

INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor data quality costs organizations an average of $15 million per year (Gartner, Actian). Data governance tools enable employees to independently validate how to use a given field or search for potential matches for a business

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Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks

PREFACE Jose Michaelraj CIPM, CAIA, a Senior Manager at Meradia, specializes in optimizing performance operations and technology for asset managers, asset owners, and custodians. With deep expertise in modern data management techniques, Jose has reorganized performance processes, assessed attribution platforms, and developed a pattern recognizing validation tool. Jose frequently writes about bridging business needs with

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